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WisdomTree US MidCap Dividend Fund

307 hedge funds and large institutions have $1.41B invested in WisdomTree US MidCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
Holders Change %
0%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
30
Increased
85
Reduced
130
Closed
27
Calls
$1.39M
Puts
Net Calls
+$1.39M
Net Calls Change
+$342K
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$86K +$44.3K +1,089 +106%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$77K
William Blair & Company
253
William Blair & Company
Illinois
$76K -$3.89K -96 -5%
COCM
254
Charter Oak Capital Management
New Hampshire
$75K -$8.65K -214 -10%
EP
255
Eudaimonia Partners
Tennessee
$75K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$74K
RG
257
Retirement Group
California
$74K
FNBOSM
258
First National Bank of South Miami
Florida
$69K
FFA
259
Freedman Financial Associates
Massachusetts
$69K +$17.5K +430 +34%
S
260
SignatureFD
Georgia
$67K
SSWG
261
Seven Springs Wealth Group
Tennessee
$59K
GEA
262
Glen Eagle Advisors
New Jersey
$59K
PFP
263
Pinnacle Financial Partners
Tennessee
$56K
EW
264
Element Wealth
Mississippi
$55K +$122 +3 +0.2%
FPFS
265
First Personal Financial Services
North Carolina
$53K
IBOK
266
Independence Bank of Kentucky
Kentucky
$53K
US Bancorp
267
US Bancorp
Minnesota
$51K -$4.9K -121 -9%
ONST
268
Old North State Trust
North Carolina
$41K -$67.9K -1,675 -62%
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$39K
VNA
270
Valley National Advisers
Pennsylvania
$38K
SWA
271
SOA Wealth Advisors
New York
$38K +$40 +1 +0.1%
AF
272
Allworth Financial
California
$38K +$38K +936 New
CHA
273
Carmichael Hill & Associates
Maryland
$37K
CFB
274
Cullen/Frost Bankers
Texas
$36K
AWM
275
Accel Wealth Management
Iowa
$33K +$40 +1 +0.1%